SCOTT RICHARD MONTGOMERY is an investment adviser representative (IAR) with state registration records since 1998, appearing at 5 firms. Currently registered with PROVENANCE WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2013-09-11 | 2023-08-25 | — |
| WALNUT STREET SECURITIES, INC. | 2003-08-01 | 2013-09-03 | — |
| PROVENANCE WEALTH ADVISORS, LLC | 2003-05-06 | present | Yes |
| NATHAN & LEWIS SECURITIES, INC. | 2002-09-04 | 2003-08-01 | — |
| OSAIC FA, INC. | 1998-06-01 | 2002-07-23 | — |